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Follow @insightsbyocty for up to date insights from team octahedron
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Ram Parameswaran
10.5K posts
Ram Parameswaran
@_ram_
Founder / CIO : octahedron. Research : @insightsbyocty All views are personal.
West of the Rockies Katılım Aralık 2008
6.3K Takip Edilen23.5K Takipçiler
@ericvishria Well done buddy! Know there were some dark moments along the journey...
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A beloved leader fighting back hard. Rooting for you @zoink
Dylan Field@zoink
Quick update: not dead. $FIG Q1 results: → 46% YoY revenue growth, accelerating for the 2nd straight quarter → Net Dollar Retention Rate increased to 139%, our highest rate in over two years → Raising 2026 revenue guidance for the year Design matters more than ever.
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Why chatbots don't work (yet) on travel (via @insightsbyocty)
Octahedron Capital Insights@insightsbyocty
Agents not working for commerce because of four problems (2/2) (ABNB)
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Why chatbots don't work (yet) on travel (via @insightsbyocty)
Octahedron Capital Insights@insightsbyocty
Agents not working for commerce because of four problems (1/2) (ABNB)
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...and then @insightsbyocty just published this...
x.com/insightsbyocty…
AI driving more monetization on more complex queries (GOOGL)
Octahedron Capital Insights@insightsbyocty
AI driving more monetization on more complex queries (GOOGL)
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It was fun to re-read this from our Dec'23 letter to investors...(GOOGL)
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@_ram_ The message is great, as first gen migrants we love it. But the reality is the head of the administration keeps talking things that are opposite to what Rubio says. I can we can survive, but worried about our kids, hope they are resilient and strong to overcome.
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This is impressive as heck @Bouazizalex @shuooo. Reminds me of what @harleyf and @tobi are doing for merchants at Shopify. Worth reading their latest earnings call.
Alex Bouaziz@Bouazizalex
For years, we hit the same wall everyone else did. You automate a few steps. Then complexity wins. And your best people are back to doing work that should run itself. That's what we set out to fix - not for our customers first, but for ourselves. I'm proud to introduce Akai by Deel. Akai is an interconnected system of agents that learns your workflows, automates every step, and gets smarter with every run - auditably, on any system. Today, 100% of Deel's operations teams, across Finance, Tax, Treasury, Benefits, and HR, run on Akai. The results stopped us in our tracks: → 100,000+ cases handled automatically every month → 8,000+ hours of payment processing - now background tasks → Reconciliation that took 20+ days - now done in minutes → 100% automation in areas we couldn't reach after years of coding → 91,000+ manual hours saved every single month Now, every team is now building agents themselves. No developers. No IT tickets. Just the people who know the work, running it. That's the ceiling we broke. Now we're opening it up. With built-in voice, transactions across any payment method, and the ability to process and analyse any document or dataset - out of the box. Your first agents could be running by tomorrow! Get early access at akai.run
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e-commerce likely to see acceleration...per @insightsbyocty
Octahedron Capital Insights@insightsbyocty
"Not going anywhere" (SHOP)
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@deepigoyal's annual letters are a master class in taking something complex and re-framing it in a simple manner. Well worth reading this one published last week.
b.zmtcdn.com/investor-relat…
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Always like this tracker from @jaminball
Jamin Ball@jaminball
Cloud Giants Update: AWS (Amazon): $150B run rate growing 28% YoY (last Q grew 24%) Azure (Microsoft): ~$108B run rate (estimate) growing 39% YoY (last Q grew 38%) Google Cloud (includes GSuite): $80B run rate growing 63% YoY (last Q grew 48%, neither are cc)
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